This session explores the widening gap between what business clients expect from their accountants and what firms currently deliver—highlighting the growing importance of industry specialization, strategic advisory services, and technology adoption to attract and retain clients. Attendees will gain valuable insights from original research examining how more than 350 U.S. business owners choose their accounting firms, what drives loyalty, and how factors such as specialization, pricing strategies, and technology influence client satisfaction and firm growth.

The presentation will also briefly mention TaxDome, an all-in-one practice management platform used by over 30,000 firms to streamline operations, client communication, and document management.